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Change sales tax preferences

How do I open the sales tax preferences?

To do this task

  1. Go to the Edit menu and click Preferences.

  2. In the Preferences window, click Sales tax in the list on the left.

  3. Click the Company Preferences tab.

Use the sales tax preferences to do the following:

  • Create a new sales tax item

    As your business grows, you may need to add additional sales tax items. For example, when you start selling in a different county, parish, or tax district where you collect sales tax.
  • Change your most common sales tax item

    Usually you will set this preference at setup time and not change it again. You might change it if your business moves to a new location with a different sales tax rate.
  • Select or clear your taxable items on your printed sales forms

    Usually you make this decision when you set up sales tax. If most of the items you sell are taxable, and you want your customers to see this information on their receipts and invoices, then leave it checked. If not, simply clear the checkbox.
  • Change when you owe sales tax

    Topic goes here
  • Change your sales tax payment schedule

    Your payment schedule may change if you start collecting large amounts of sales tax and your tax agency wants you to remit your collected sales tax on a more frequent basis. Do not change this preference unless you've received notification from your tax agency. If you did, then select the appropriate payment schedule.

See also

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